|
1001
|
Royal Fund Management
Lady Lake,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
1002
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$228K
|
–
|
–
|
–
|
|
|
1003
|
Freestone Capital Holdings
Seattle,
Washington
|
$228K
|
-$14.5K
|
-99
|
-6%
|
|
|
1004
|
Bogart Wealth LLC
Mclean,
Virginia
|
$228K
|
+$12K
|
+82
|
+6%
|
|
|
1005
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$228K
|
+$876
|
+6
|
+0.4%
|
|
|
1006
|
Parallax Volatility Advisers
San Francisco,
California
|
$226K
|
+$223K
|
+1,524
|
New
|
|
|
1007
|
Longboard Asset Management
Phoenix,
Arizona
|
$225K
|
–
|
–
|
–
|
|
|
1008
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$225K
|
-$6.86K
|
-47
|
-3%
|
|
|
1009
|
Schnieders Capital Management
Pasadena,
California
|
$225K
|
–
|
–
|
–
|
|
|
1010
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$224K
|
+$146
|
+1
|
+0.1%
|
|
|
1011
|
Arrowroot Family Office
Marina Del Rey,
California
|
$224K
|
+$221K
|
+1,512
|
New
|
|
|
1012
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$224K
|
–
|
–
|
–
|
|
|
1013
|
Great Diamond Partners
Portland,
Maine
|
$223K
|
-$292
|
-2
|
-0.1%
|
|
|
1014
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$222K
|
–
|
–
|
–
|
|
|
1015
|
Tompkins Financial
Ithaca,
New York
|
$222K
|
–
|
–
|
–
|
|
|
1016
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$222K
|
–
|
–
|
–
|
|
|
1017
|
Patton Fund Management
Dallas,
Texas
|
$222K
|
+$218K
|
+1,495
|
New
|
|
|
1018
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$222K
|
+$730
|
+5
|
+0.3%
|
|
|
1019
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$221K
|
-$1.46K
|
-10
|
-0.7%
|
|
|
1020
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$221K
|
–
|
–
|
–
|
|
|
1021
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$221K
|
+$218K
|
+1,490
|
New
|
|
|
1022
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$220K
|
+$14.6K
|
+100
|
+7%
|
|
|
1023
|
IEQ Capital
Foster City,
California
|
$220K
|
+$8.32K
|
+57
|
+4%
|
|
|
1024
|
Global Retirement Partners
San Rafael,
California
|
$220K
|
+$217K
|
+1,483
|
New
|
|
|
1025
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$220K
|
+$584
|
+4
|
+0.3%
|
|
